Short read
-
Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
-
Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adviser market. The…
-
Trust is the most important quality older homeowners look for in an adviser – Equity Release Council
Older homeowners say trust is the most important quality they look for in an adviser, followed closely by transparency, thoroughness, and tailored…
-
Air supports later life lending growth with lead tech partnership
Market-leading later life lending platform Air is boosting growth in the later life lending market by linking with the UK’s longest-standing lead…
-
HMRC simple assessments soar 74% in a year as stealth tax hits pensioners
New figures obtained by Quilter, the wealth manager and financial adviser, under the Freedom of Information Act reveal that HMRC issued 1.32…
-
DFM Firm Sparrows Capital expands business development team
Evidence-based investing pioneer Sparrows Capital has hired James Denton as a Business Development Manager. This is the DFM firm’s third BDM hire this year…
-
US bond traders sound alarm over tax cuts and credit downgrade, while Bitcoin surges
Ed Monk, Associate Director, Fidelity International comments as US bond traders sound the alarm over tax cuts and credit downgrades. Ed’s full…
-
Advise Wise adds Gilroy Steel Solicitors to specialist solicitor panel, boosting legal support for later life cases
Advise Wise, a leading later life lending sourcing platform for financial advisers, is pleased to announce a new partnership with Gilroy Steel…
-
Industry reaction to the Law Comission’s will reform report
The recent and final report from the Law Commission has called for major reform surrounding the laws around creating a will, an…
-
Propertymark responds to Rightmove’s House Price Index
Toby Leek, President of NAEA Propertymark, the professional body for estate agents, comments on the latest Rightmove House Price Index: “It’s no…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
